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Beacon Pointe Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Beacon Pointe Advisors’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.51M Sell
35,469
-1,197
-3% -$108K 0.02% 597
2026
Q1 		$3.18M Buy
36,666
+10,045
+38% +$879K 0.02% 606
2025
Q4 		$2.26M Buy
26,621
+8,921
+50% +$712K 0.02% 570
2025
Q3 		$1.28M Sell
17,700
-2,285
-11% -$158K 0.01% 675
2025
Q2 		$1.31M Buy
19,985
+100
+0.5% +$6.51K 0.01% 587
2025
Q1 		$1.4M Sell
19,885
-600
-3% -$41.7K 0.02% 551
2024
Q4 		$1.35M Buy
20,485
+409
+2% +$28.1K 0.01% 566
2024
Q3 		$1.42M Buy
20,076
+410
+2% +$28.6K 0.02% 545
2024
Q2 		$1.3M Buy
19,666
+1,180
+6% +$77.3K 0.02% 574
2024
Q1 		$1.26M Hold
18,486
– – 0.01% 623
2023
Q4 		$1.14M Sell
18,486
-1,953
-10% -$115K 0.01% 625
2023
Q3 		$1.21M Buy
20,439
+1,395
+7% +$85.6K 0.02% 575
2023
Q2 		$1.14M Sell
19,044
-210
-1% -$12.5K 0.02% 501
2023
Q1 		$1.12M Sell
19,254
-150
-0.8% -$9.04K 0.02% 517
2022
Q4 		$1.2M Buy
19,404
+600
+3% +$36.1K 0.02% 468
2022
Q3 		$1.06M Sell
18,804
-150
-0.8% -$9.24K 0.02% 451
2022
Q2 		$1.22M Sell
18,954
-96
-0.5% -$6.09K 0.03% 422
2022
Q1 		$1.23M Buy
19,050
+270
+1% +$17.1K 0.02% 562
2021
Q4 		$1.25M Sell
18,780
-357
-2% -$22.6K 0.03% 334
2021
Q3 		$1.17M Buy
19,137
+3,126
+20% +$199K 0.03% 384
2021
Q2 		$991K Buy
+16,011
New +$974K 0.04% 339

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Beacon Pointe Advisors's IHE Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares US Pharmaceuticals ETF (IHE) stake by 3.3% in Q2 2026, selling an estimated $108K and leaving 35,469 shares worth $3.51M. The position accounts for 0.02% of the portfolio, ranked #597.

Beacon Pointe Advisors first reported a position in IHE in Q2 2021 and has held it in 21 quarters since. 210 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Beacon Pointe Advisors held 35,469 shares of iShares US Pharmaceuticals ETF worth $3.51M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,197 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $108K.
  • iShares US Pharmaceuticals ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #597 holding.
  • Beacon Pointe Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2021 and has held it in 21 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.